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2,389 hedge funds and large institutions have $163B invested in Verizon in 2019 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,153 increasing their positions, 910 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 87

40% more call options, than puts

Call options by funds: $1.74B | Put options by funds: $1.24B

27% more repeat investments, than reductions

Existing positions increased: 1,153 | Existing positions reduced: 910

5% more capital invested

Capital invested by funds: $155B → $163B (+$8.44B)

1% more funds holding

Funds holding: 2,3682,389 (+21)

0.14% less ownership

Funds ownership: 67.15%67% (-0.14%)

16% less funds holding in top 10

Funds holding in top 10: 261219 (-42)

Holders
2,389
Holders Change
+21
Holders Change %
+0.89%
% of All Funds
51.7%
Holding in Top 10
219
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-16.09%
% of All Funds
4.74%
New
138
Increased
1,153
Reduced
910
Closed
87
Calls
$1.74B
Puts
$1.24B
Net Calls
+$498M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1026
Pegasus Asset Management
New York
$3.06M -$4.64K -82 -0.2%
Loomis, Sayles & Company
1027
Loomis, Sayles & Company
Massachusetts
$3.04M +$2.91M +51,450 New
OLA
1028
Oliver Luxxe Assets
New Jersey
$3.04M +$231K +4,079 +9%
BS
1029
Bessemer Securities
New York
$3.03M -$3.91K -69 -0.1%
FQ
1030
First Quadrant
California
$3.03M -$740K -13,066 -20%
LNC
1031
Lincoln National Corp
Pennsylvania
$3.03M +$77K +1,359 +3%
PWPCM
1032
Perella Weinberg Partners Capital Management
New York
$3.02M +$2.89M +51,022 New
FHA
1033
Flagship Harbor Advisors
Massachusetts
$3.01M +$254K +4,479 +10%
MF
1034
MHI Funds
New York
$3.01M -$655K -11,571 -19%
BAS
1035
Brown Advisory Securities
Maryland
$3.01M -$1.58M -27,892 -35%
RFM
1036
Royal Fund Management
Florida
$3.01M +$1.78M +31,425 +162%
EBT
1037
Enterprise Bank & Trust
Massachusetts
$2.99M +$2.86M +50,539 New
UCMOK
1038
United Capital Management of KS
Kansas
$2.98M +$194K +3,428 +7%
RFWA
1039
RPg Family Wealth Advisory
Massachusetts
$2.97M -$130K -2,301 -4%
FMTCOCP
1040
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.97M +$129K +2,270 +5%
CAM
1041
Costello Asset Management
Pennsylvania
$2.96M -$170K -3,003 -6%
MWM
1042
Mascoma Wealth Management
New Hampshire
$2.96M +$230K +4,058 +9%
CCI
1043
Credit Capital Investments
New Jersey
$2.96M +$566K +10,000 +25%
SIMM
1044
Stillwater Investment Management (Minnesota)
Minnesota
$2.94M +$58K +1,024 +2%
PHIMC
1045
Private Harbour Investment Management & Counsel
Ohio
$2.94M -$183K -3,225 -6%
RP
1046
Rice Partnership
Hawaii
$2.93M +$1.49M +26,398 +114%
IA
1047
IFP Advisors
Florida
$2.93M -$7.28M -128,548 -72%
TC
1048
Trust Company
Kansas
$2.93M -$1.87M -33,018 -40%
IB
1049
Intrust Bank
Kansas
$2.92M -$78.5K -1,386 -3%
DBG
1050
De Burlo Group
Massachusetts
$2.92M -$9.39M -165,850 -77%

VZ Hedge Fund Activity: Q1 2019 in Review

2,389 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2019, worth a combined $163B — up 5.4% from $155B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new VZ positions and 87 closed out — a net gain of 51 holders — while 1,153 added to existing stakes and 910 trimmed.

The largest buyer was BlackRock, adding an estimated $688M. The largest seller was Capital Research Global Investors, cutting an estimated $1.31B.

  • 2,389 institutional investors held Verizon (VZ) as of Q1 2019, up from 2,368 in Q4 2018.
  • Funds reported $163B of Verizon stock for Q1 2019, up 5.4% quarter-over-quarter.
  • 138 funds opened new Verizon positions in Q1 2019 and 87 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2019 was BlackRock, an estimated $688M added.
  • The largest Verizon seller in Q1 2019 was Capital Research Global Investors, an estimated $1.31B sold.

Based on aggregated 13F filings for Q1 2019.